Avantax Planning Partners’s Hartford Financial Services HIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,951
| Closed | -$229K | – | 442 |
|
|
2024
Q3 | $229K | Sell |
1,951
-713
| -27% | -$83.9K | 0.01% | 394 |
|
|
2024
Q2 | $268K | Sell |
2,664
-197
| -7% | -$19.8K | 0.01% | 378 |
|
|
2024
Q1 | $295K | Buy |
+2,861
| New | +$295K | 0.01% | 364 |
|
|
2018
Q4 | – | Sell |
-2,499
| Closed | -$125K | – | 669 |
|
|
2018
Q3 | $125K | Buy |
+2,499
| New | +$125K | 0.01% | 301 |
|
|
2018
Q2 | – | Sell |
-14,184
| Closed | -$731K | – | 747 |
|
|
2018
Q1 | $731K | Buy |
14,184
+542
| +4% | +$27.9K | 0.06% | 132 |
|
|
2017
Q4 | $768K | Hold |
13,642
| – | – | 0.07% | 123 |
|
|
2017
Q3 | $756K | Hold |
13,642
| – | – | 0.06% | 149 |
|
|
2017
Q2 | $717K | Buy |
13,642
+25
| +0.2% | +$1.31K | 0.06% | 150 |
|
|
2017
Q1 | $655K | Sell |
13,617
-18
| -0.1% | -$866 | 0.06% | 152 |
|
|
2016
Q4 | $650K | Buy |
+13,635
| New | +$650K | 0.07% | 137 |
|